foxenflask's profile picture. i like to understand how the world works + how it doesn’t / physics + philosophy / big golfer + man utd fan / i work as a financier for distressed businesses

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@foxenflask

i like to understand how the world works + how it doesn’t / physics + philosophy / big golfer + man utd fan / i work as a financier for distressed businesses

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Updated Q3 Earnings estimates for $GME - Hardware and Accessories: ~$604m - Software: ~$157m - Collectibles: ~$254m Total Revenue projection: ~$1,015m - Operating Income: ~$66m - Interest Income: ~$100m - BTC Unrealized Loss: negative ~$10m (assuming no additional…

foxenflask's tweet image. Updated Q3 Earnings estimates for $GME 

- Hardware and Accessories: ~$604m 
- Software: ~$157m 
- Collectibles: ~$254m  

Total Revenue projection: ~$1,015m  

- Operating Income: ~$66m 
- Interest Income: ~$100m 
- BTC Unrealized Loss: negative ~$10m (assuming no additional…

I was looking at other publicly traded gaming companies and found this to be really odd. I understand that while both $GME and $RBLX derive most of their revenue from activities related to gaming, they are very different companies operating in very different sectors under the…

foxenflask's tweet image. I was looking at other publicly traded gaming companies and found this to be really odd. I understand that while both $GME and $RBLX derive most of their revenue from activities related to gaming, they are very different companies operating in very different sectors under the…

Historically, $GME only had one solid quarter per year - Q4 holiday season. Q2, and even more so Q3 this year (if my projections are correct), are now comparable to the Q4s of past years. This represents a fundamental shift from seasonal to consistent profitability, something…


Gaming is a national pastime. The US gaming market is now larger than both the film and music industries combined in annual revenue, making it a central pillar of entertainment economics. 8-10% compound annual growth rate $GME

ELON: MY FIRST VIDEO GAME WAS A PRE-ATARI MACHINE WITH FOUR BUILT-IN GAMES "I mean, I was a little kid. It was this pre-Atari game which had basically Pong and a racing game. It didn't even have cartridges. It just had like four games that were built in. I used to play…



A wise philosopher once said, only the dead have seen the end of war Thank you to all veterans dead and alive, for their service and their sacrifice to 🇺🇸


This is always an omen. Sometimes good, sometimes bad

JUST IN: McDonald's "McRib" returns November 11



Berkshire Hathaway's famous "float" is a financial liability cleverly repurposed as low-cost (but not 0% 😉) capital for long-term investing. Does that sound familiar to anyone $GME? The float refers to the pool of capital that $BRK holds from its insurance operations.…


Hey $GME friends! Does this specific quote/descriptor sound familiar to anybody at all? “The best odds are finding an application niche in a highly specialized field with extremely unique and specific data barriers, ideally ones relating to real atoms (hardware or…

My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to…



Long term views and thumb wars $GME Brought to you by Larry’s LinkedIn Chronicles

foxenflask's tweet image. Long term views and thumb wars $GME

Brought to you by Larry’s LinkedIn Chronicles

Just as America once spread fear and prejudice against African and Irish immigrants, the current fear directed at Chinese and Muslim immigrants is equally shameful. It’s cowardly and undermines the intelligence and integrity of the American people. Rise above hatred and embrace…


4 years in, we are currently here $GME Decades and centuries, no moonshots

foxenflask's tweet image. 4 years in, we are currently here $GME

Decades and centuries, no moonshots

I can’t believe Ryan Cohen tweeted something so offensive! I am going to buy a metric ton of $GME on Monday to celebrate 🎉


Before you read the rest of this post, I want to make sure it’s clear that these are NOT projections for Q4 for $GME. However, I looked at the last 4 full fiscal years of sales data, specifically to figure out the average jump in revenue in the hardware, software and…

Updated Q3 Earnings estimates for $GME - Hardware and Accessories: ~$604m - Software: ~$157m - Collectibles: ~$254m Total Revenue projection: ~$1,015m - Operating Income: ~$66m - Interest Income: ~$100m - BTC Unrealized Loss: negative ~$10m (assuming no additional…

foxenflask's tweet image. Updated Q3 Earnings estimates for $GME 

- Hardware and Accessories: ~$604m 
- Software: ~$157m 
- Collectibles: ~$254m  

Total Revenue projection: ~$1,015m  

- Operating Income: ~$66m 
- Interest Income: ~$100m 
- BTC Unrealized Loss: negative ~$10m (assuming no additional…


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